Gabelli Global Small & MGGZ

13F holders, Q4 2024 (December 31)
39holders +1
5new positions
5sold out
1famous investor
$11.73avg. 13F price*

At the end of Q4 2024, 39 institutions reported holding Gabelli Global Small & M (GGZ) in their 13F filings, up 1 from Q3 2024. 5 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($3.9M), Private Management Group Inc. ($3.4M) and Bank of America Corp. ($3.3M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Gabelli Global Small & M
CUSIP
36249W104
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 38Q1 2024Q2 2024: 40Q2 2024Q3 2024: 38Q3 2024Q4 2024: 39Q4 2024Q1 2025: 42Q1 2025Q2 2025: 37Q2 2025Q3 2025: 43Q3 2025Q4 2025: 47Q4 2025Q1 2026: 42Q1 2026Q2 2026: 41Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$1.9M
Exits5$462K

All 13F filers, Q3 2024 → Q4 2024: 249,762 shares bought and 64,605 shares sold, net +185,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Morgan Stanley 0.00% Add +1.1% 336,556 $3.9M
Private Management Group Inc. 0.12% Reduce -1.4% 290,276 $3.4M
Bank of America Corp. 0.00% Reduce -1.6% 284,071 $3.3M
Blue Bell Private Wealth Management, LLC 0.23% Add +12.4% 102,258 $1.2M
Shaker Financial Services, LLC 0.43% Add +54.0% 95,751 $1.1M
UBS Group AG 0.00% Add +7.5% 94,979 $1.1M
180 Wealth Advisors, LLC 0.17% Add +5.0% 91,693 $1.1M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.17% New 82,711 $968K
Sanctuary Advisors, LLC 0.01% Reduce -0.0% 75,219 $937K
Wells Fargo & Company 0.00% Reduce -1.4% 71,727 $839K
Stephens Inc. 0.01% Reduce -3.4% 70,685 $827K
Capstone Investment Advisors, LLC 0.01% New 59,157 $692K
Osaic Holdings, Inc. 0.00% Add +32.2% 53,436 $625K
CSS LLC 0.11% No change 48,242 $564K
GAMCO Investors 0.00% No change 31,586 $370K
Wolverine Asset Management LLC 0.03% Add +8.9% 29,283 $343K
Raymond James Financial Inc. 0.00% — 28,083 $329K
Private Advisor Group, LLC 0.00% Add +21.3% 25,417 $297K
Silverlake Wealth Management LLC 0.08% Reduce -31.7% 16,821 $197K
Janney Montgomery Scott LLC 0.00% Reduce -0.5% 16,013 $187K
WealthShield Partners, LLC 0.02% New 12,596 $147K
GatePass Capital, LLC 0.16% — 12,000 $140K
Commonwealth Equity Services, LLC 0.00% Add +0.1% 11,800 $138K
Comerica Bank 0.00% Add +10.0% 11,000 $129K
Independent Advisor Alliance 0.00% New 10,090 $118K
Royal Bank of Canada 0.00% Add +210.6% 6,868 $80K
Cornerstone Advisors, LLC 0.00% Reduce -50.3% 6,477 $76K
Ancora Advisors LLC 0.00% No change 5,000 $59K
North Star Investment Management Corp. 0.00% No change 450 $5K
Bfsg, LLC 0.00% Reduce -65.8% 260 $3K
Allworth Financial LP 0.00% No change 169 $2K
Harbour Investments, Inc. 0.00% Add +1.8% 114 $1K
Capital Advisors, Ltd. LLC 0.00% No change 66 $1K
NewEdge Advisors, LLC 0.00% No change 36 $421
Salem Investment Counselors Inc. 0.00% New 25 $293
Fourth Dimension Wealth, LLC 0.00% — 12 $140
Lanark Financial, Inc. 0.00% — 2 $33
Cwm, LLC 0.00% No change 33 $0
Ulland Investment Advisors, LLC 0.00% No change 20 $0

"% of holder's portfolio" is GGZ's weight in each manager's 13F, not the share of Gabelli Global Small & M the manager owns.